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Significant Wealth Partners’s Atmos Energy ATO Stock Holding History

Significant Wealth Partners’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,456
Closed -$341K – 85
2024
Q3 		$341K Buy
2,456
+163
+7% +$20.9K 0.18% 45
2024
Q2 		$267K Buy
2,293
+554
+32% +$64.6K 0.15% 50
2024
Q1 		$207K Buy
+1,739
New +$199K 0.14% 141

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Significant Wealth Partners's ATO Position: Q4 2024 in Review

Significant Wealth Partners sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 2,456 shares — an estimated $341K sold.

Significant Wealth Partners first reported a position in ATO in Q1 2024 and held it in 3 quarters. The position peaked at $341K in Q3 2024. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Significant Wealth Partners reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 2,456 Atmos Energy shares in Q4 2024, an estimated $341K.
  • Significant Wealth Partners first reported a position in Atmos Energy in Q1 2024 and held it in 3 quarters.
  • Significant Wealth Partners's Atmos Energy position peaked at $341K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.